Client Relationship Consultant 2 (Banker) - The Villages - San Jose, Ca

U.S. Bancorp
San Jose
Workplace: OnsiteFull timeUSD 24.92 - 30.46 hourlyFunction: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Relationship building","Proactive outreach","Client communication","Customer service","Interpersonal skills"]

Build trusted relationships with consumer and business customers by engaging them in-person, by appointment, and virtually. Assess banking needs, gather and process customer information, and educate clients on deposit and loan products, including digital and self-service options. Proactively recommend solutions aligned to each customer’s goals, complete service requests, open accounts, and submit credit applications while partnering with branch teams to deliver an accurate, consistent client experience.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
U.S. Bancorp
U.S. Bancorp
1 month ago

Client Relationship Consultant 2 (Banker) - The Villages - San Jose, Ca

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 25 days agoStatus: Live

Job Summary

Build trusted relationships with consumer and business customers by engaging them in-person, by appointment, and virtually. Assess banking needs, gather and process customer information, and educate clients on deposit and loan products, including digital and self-service options. Proactively recommend solutions aligned to each customer’s goals, complete service requests, open accounts, and submit credit applications while partnering with branch teams to deliver an accurate, consistent client experience.
Location: San Jose
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Build and foster client relationships through proactive outreach and follow up across multiple channels.
  • •Assess customer banking needs and recommend deposit and loan solutions aligned to customer goals.
  • •Maintain knowledge of consumer and business banking products and services, including digital products.
  • •Provide an optimal client experience, including greeting clients and processing basic transactions.
  • •Open new accounts, complete service requests, submit credit applications, and educate clients on emerging self-service digital products.

Pay and Benefits

Salary: USD 24.92 - 30.46 hourly
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kPaid Leave

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 3 to 4 years of job-related retail banking experience or a combination of experience and commensurate training.
  • •Build and foster client relationships through proactive outreach and follow up.
  • •Effectively engage and communicate with clients while demonstrating customer service and interpersonal skills.
  • •Maintain NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z (including required criminal background and credit check).
Experience:3-4 yearsFinancial services
Education:High School
Skills:Relationship buildingProactive outreachClient communicationCustomer serviceInterpersonal skills
Certifications:NMLS registration

Company Brief

U.S. Bancorp
U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Minneapolis, United States
Founded: 1863
Glassdoor
Glassdoor: 3.8
WebsiteLinkedInGlassdoor